Section 1 – Overview of Automating Client Onboarding

Onboarding new clients has been a particular challenge over the years for accountants and bookkeepers. There are companies you can hire who specialize in just onboarding.

You have a series of tasks, repetitive in nature which need to be completed every time you onboard a new client.

That is THE recipe for automation.

The first thing you need to do is gather your new client’s information. Then you will use that information to create a new customer in QuickBooks Online. Next you will use that same information to either set up other services or add your client to existing ones.

But why should you re-enter info your client has already entered?

This leaves lots of room for errors and omissions. Not to mention it slows you down, when there are other more interesting things you can do.

Section 2 concerns itself with automating this first part of the process. I’ll give you three applications you can use to build your form and gather the info you need.

Then in section 3 we’ll use Zapier to grab that information, and send it to four places:

New client in QuickBooks Online

New contact in Nimble CRM with the tag “New Client”

New contact in Mailchimp

New task in ActiveCollab

In Section 4 we’ll start the actual on boarding process. All automated, all using Zapier and the applicable integrated applications.

Nothing should ever be entered twice.

This is how we begin to run our businesses with ridiculous efficiency. Every little thing counts.

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